Deferred Sales Trust Inquiry Form - Saint Arnold Commercial

Skip to content

Menu

Home
About Our Firm
Buyers
Sellers
Search
New Listings
Services

Menu

Home
About Our Firm
Buyers
Sellers
Search
New Listings
Services

Information sheet for capital gains tax deferral analysis

Seller’s name:

Age or birthdate:

Married:

Yes No

Spouse’s Name:

Age or birthdate:

Primary Phone:

Email address:

Property, Business or Asset Description:

Type of asset:

Business Rental Residential Rental Commercial Secondary Residential Primary Residence Owner Occ Commercial Land Other

State of business and/or property:

Listing Status:

Not currently listed Listed-no buyer Contract signed Escrow opened

Current Ownership:

Individual Partnership Joint Ownership C-Corp S-Corp Limited Liability Corp (LLC) Living Trust

Is the seller married:

Yes No

Has the seller lived in property at least 2 of the last 5 years (Residences only):

Yes No

Fair market value or resale value of the asset (after commissions, fees, etc.):

Total amount of loans and/or mortgages to be paid from the sale proceeds:

Sale asset’s basis (cost plus improvements) before depreciation:

Amount of depreciation that has been taken:

Seller’s expected income, in year the sale will close (not including property sale):

*For a FREE tax savings analysis on a commercial or investment property or a business you own,
please complete this form and email to joe@saintarnoldcommercial.com

Have a
Question?

Contact Us

Search Keyword

Search

Information sheet for capital gains tax deferral analysis

Have a Question?

Search Keyword

Have a
Question?